See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,645 | $65,908+10.2% | $81,812-11.2% | $77,643-6.4% |
| Participation rate | 66.2% | 65.8%+0.4pp | 72.3%-6.2pp | 70.6%-4.4pp |
| Annual return | 12.48% | 26.64%-14.2pp | 773.79%-761.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,197 | $3,505-8.8% | $4,319-26.0% | $4,647-31.2% |
| Admin fee / account holder | $223 | $526-57.5% | $7,386-97.0% | $430-48.1% |